We are live on ! Find out more
STOT icon

State Street DoubleLine Short Duration Total Return Tactical ETF

40 hedge funds and large institutions have $75.1M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

11% more funds holding

Funds holding: 3640 (+4)

9% more capital invested

Capital invested by funds: $68.8M → $75.1M (+$6.26M)

2.23% more ownership

Funds ownership: 48.84%51.07% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
13
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$12.5M +$12.3M +247,700 +6,593%
VNA
2
Valley National Advisers
Pennsylvania
$9.14M -$3.21M -64,326 -26%
Morgan Stanley
3
Morgan Stanley
New York
$8.83M +$1.31M +26,180 +17%
MW
4
MBL Wealth
North Carolina
$6.21M +$6.22M +124,685 New
UBS Group
5
UBS Group
Switzerland
$4.98M +$138K +2,775 +3%
PWM
6
Peterson Wealth Management
Nevada
$4.04M +$71.5K +1,434 +2%
Citadel Advisors
7
Citadel Advisors
Florida
$3.98M -$130K -2,599 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.96M
PWS
9
Private Wealth Strategies
Ohio
$3.64M +$256K +5,131 +8%
LPL Financial
10
LPL Financial
California
$2.65M +$1.37M +27,577 +107%
CPA
11
Clear Perspective Advisors
Illinois
$2.03M +$392K +7,860 +24%
ACP
12
Aveo Capital Partners
Colorado
$1.91M -$492K -9,862 -21%
Jane Street
13
Jane Street
New York
$1.87M -$6.64M -133,093 -78%
NA
14
Nottingham Advisors
New York
$1.63M -$1.38M -27,625 -46%
PAG
15
Private Advisor Group
New Jersey
$1.15M +$1.16M +23,176 New
NFG
16
Nations Financial Group
Iowa
$780K -$408K -8,177 -34%
WAS
17
Wealth Advisory Solutions
Indiana
$595K
T
18
TRUADVICE
Florida
$559K +$69.3K +1,389 +14%
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
$546K +$48K +962 +10%
DWM
20
Dakota Wealth Management
Florida
$515K -$4.94K -99 -0.9%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$515K +$13.7K +274 +3%
BFA
22
Beaumont Financial Advisors
Massachusetts
$513K -$3.22M -64,580 -86%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$449K +$450K +9,016 New
DSAM
24
Dock Street Asset Management
Florida
$419K +$420K +8,416 New
MSAM
25
Moloney Securities Asset Management
Missouri
$330K +$330K +6,619 New

STOT Hedge Fund Activity: Q4 2020 in Review

40 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q4 2020, worth a combined $75.1M — up 9.1% from $68.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new STOT positions and 4 closed out — a net gain of 5 holders — while 13 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $12.3M. The largest seller was Jane Street, cutting an estimated $6.64M.

  • 40 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q4 2020, up from 36 in Q3 2020.
  • Funds reported $75.1M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q4 2020, up 9.1% quarter-over-quarter.
  • 9 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q4 2020 and 4 closed out, a net change of +5 holders.
  • The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q4 2020 was Bank of America, an estimated $12.3M added.
  • The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q4 2020 was Jane Street, an estimated $6.64M sold.

Based on aggregated 13F filings for Q4 2020.